𝗡𝗲𝘄𝘀 𝗦𝘂𝗺𝗺𝗮𝗿𝘆
• The recent state election results in India have boosted confidence among foreign investors, leading to a preponement of their investments by six months.
• The bubble in smallcap stocks has been evident for the past 12 months, making largecap stocks a more attractive investment option.
• The private sector capex is expected to see a significant boost in the coming years, with a shift towards private sector capex plays.